Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,745 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q2 2023
Institutional positions in Morgan Stanley as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,689
- +25 vs. Q1 2023
- Shares held
- 1.39B
- −41.4M (−2.9%) vs. Q1 2023
- Total value
- $118.7B
- −$5.29B (−4.3%) vs. Q1 2023
- New holders
- 125
- 644 more added
- Sold out
- 100
- 672 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 3,360 | $286.9K | 0.45% | +3,360 | New |
| L2 Asset Management, LLC | 3,366 | $287.5K | 0.14% | −36,036−91.5% | Reduced |
| Wallace Advisory Group, LLC | 3,276 | $287.6K | 0.22% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,419 | $292.0K | 0.02% | +79+2.4% | Added |
| Arkadios Wealth Advisors | 3,424 | $292.4K | 0.03% | +69+2.1% | Added |
| Hoylecohen, LLC | 3,464 | $295.9K | 0.03% | −665−16.1% | Reduced |
| Lavaca Capital LLC | 3,469 | $296.3K | 0.09% | −2,573−42.6% | Reduced |
| Capstone Financial Advisors, Inc. | 3,475 | $296.8K | 0.02% | +101+3.0% | Added |
| Bedel Financial Consulting, Inc. | 3,499 | $298.8K | 0.06% | +722+26.0% | Added |
| City State Bank | 3,500 | $299.0K | 0.16% | −75−2.1% | Reduced |
| Morningstar Investment Management LLC | 3,505 | $299.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,511 | $299.8K | 0.14% | +254+7.8% | Added |
| Guardian Capital Advisors LP | 3,500 | $300.2K | 0.03% | +3,500 | New |
| Forte Capital LLC | 3,518 | $300.4K | 0.04% | +13+0.4% | Added |
| True North Advisors, LLC | 3,522 | $300.8K | 0.09% | +3,522 | New |
| Wealth Enhancement Advisory Services, LLC | 3,524 | $301.0K | 0.00% | −106,858−96.8% | Reduced |
| Cohen & Steers, Inc. | 3,553 | $303.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,550 | $303.2K | 0.12% | +28+0.8% | Added |
| Worldquant Millennium Advisors LLC | 3,564 | $304.4K | 0.01% | +3,564 | New |
| Quantum Financial Advisors, LLC | 3,570 | $304.9K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,571 | $305.0K | 0.07% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,593 | $307.0K | 0.07% | +897+33.3% | Added |
| Alta Advisers Ltd | 3,600 | $307.4K | 0.17% | 00.0% | Unchanged |
| Alerus Financial NA | 3,604 | $307.8K | 0.03% | −98−2.6% | Reduced |
| MidWestOne Financial Group, Inc. | 3,614 | $308.6K | 0.07% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 3,639 | $310.8K | 0.00% | +950+35.3% | Added |
| Frisch Financial Group, Inc. | 3,652 | $312.0K | 0.15% | −575−13.6% | Reduced |
| BLB&B Advisors, LLC | 3,658 | $312.4K | 0.02% | −479−11.6% | Reduced |
| Integrated Investment Consultants, LLC | 3,658 | $312.4K | 0.10% | −337−8.4% | Reduced |
| AXS Investments LLC | 3,680 | $314.3K | 0.08% | +234+6.8% | Added |
| First Financial Bank - Trust Division | 3,684 | $314.6K | 0.03% | +26+0.7% | Added |
| Fortitude Advisory Group L.L.C. | 3,692 | $315.3K | 0.23% | +302+8.9% | Added |
| Hudock, Inc. | 3,694 | $315.5K | 0.07% | −225−5.7% | Reduced |
| Davidson Investment Advisors | 3,724 | $318.0K | 0.02% | −185−4.7% | Reduced |
| Hollencrest Capital Management | 3,730 | $318.5K | 0.03% | −17−0.5% | Reduced |
| St Germain D J Co Inc | 3,730 | $318.5K | 0.02% | +3,730 | New |
| Cedar Brook Financial Partners, LLC | 3,732 | $318.7K | 0.08% | +186+5.2% | Added |
| Sentinus, LLC | 3,753 | $320.5K | 0.10% | −15−0.4% | Reduced |
| Overbrook Management Corp | 3,764 | $321.4K | 0.08% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,771 | $322.0K | 0.24% | +123+3.4% | Added |
| MCF Advisors LLC | 3,777 | $322.5K | 0.03% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,784 | $323.1K | 0.10% | +2+0.1% | Added |
| Altus Wealth Group LLC | 3,807 | $325.2K | 0.20% | −95−2.4% | Reduced |
| Nwam LLC | 3,824 | $326.6K | 0.03% | −122−3.1% | Reduced |
| Amplius Wealth Advisors, LLC | 3,852 | $329.0K | 0.04% | −126−3.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,853 | $329.1K | 0.08% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 3,863 | $329.9K | 0.12% | 00.0% | Unchanged |
| Granger Management LLC | 3,881 | $331.4K | 0.14% | −255−6.2% | Reduced |
| Stelac Advisory Services LLC | 3,883 | $331.6K | 0.15% | −168−4.1% | Reduced |
| Park National Corp | 3,889 | $332.1K | 0.01% | −114−2.8% | Reduced |
| Centric Wealth Management | 3,986 | $332.4K | 0.13% | +875+28.1% | Added |
| Millennium Capital Advisors, LLC | 3,898 | $332.9K | 0.27% | +81+2.1% | Added |
| Regal Investment Advisors LLC | 3,903 | $333.3K | 0.03% | −1,355−25.8% | Reduced |
| Curi Capital | 3,907 | $333.6K | 0.05% | −119−3.0% | Reduced |
| Meeder Asset Management Inc | 3,913 | $334.2K | 0.02% | −570−12.7% | Reduced |
| Eudaimonia Partners, LLC | 3,920 | $334.8K | 0.08% | −476−10.8% | Reduced |
| Miracle Mile Advisors, LLC | 3,920 | $334.8K | 0.01% | −1,254−24.2% | Reduced |
| Rosenberg Matthew Hamilton | 3,922 | $334.9K | 0.11% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,949 | $337.2K | 0.01% | +134+3.5% | Added |
| Imprint Wealth LLC | 3,958 | $338.0K | 0.21% | +11+0.3% | Added |
| RMR Wealth Builders | 3,959 | $338.1K | 0.06% | −13−0.3% | Reduced |
| Unigestion Holding SA | 3,968 | $338.2K | 0.02% | −765−16.2% | Reduced |
| Eastern Bank | 3,991 | $340.8K | 0.02% | −203−4.8% | Reduced |
| Twin Focus Capital Partners, LLC | 4,031 | $344.2K | 0.07% | +702+21.1% | Added |
| Farmers National Bank | 4,045 | $345.4K | 0.12% | −28−0.7% | Reduced |
| Missouri Trust & Investment Co | 4,061 | $346.8K | 0.20% | +1,910+88.8% | Added |
| Zimmermann Investment Management & Planning LLC | 4,065 | $347.2K | 0.16% | +1,243+44.0% | Added |
| Allred Capital Management, LLC | 4,086 | $348.9K | 0.17% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,128 | $352.5K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,133 | $353.0K | 0.25% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,149 | $354.3K | 0.05% | +211+5.4% | Added |
| Partners Capital Investment Group, LLP | 4,150 | $354.4K | 0.01% | +4,150 | New |
| Destination Wealth Management | 4,161 | $355.3K | 0.01% | −237−5.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,167 | $355.8K | 0.03% | −720−14.7% | Reduced |
| Powell Investment Advisors, LLC | 4,171 | $356.2K | 0.21% | +38+0.9% | Added |
| Continuum Advisory, LLC | 4,190 | $357.8K | 0.06% | +23+0.6% | Added |
| Neo Ivy Capital Management | 4,194 | $358.0K | 0.19% | +4,194 | New |
| Garde Capital, Inc. | 4,208 | $359.0K | 0.03% | +4,208 | New |
| Hexagon Capital Partners LLC | 4,250 | $363.0K | 0.10% | −75−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,266 | $364.3K | 0.01% | −164−3.7% | Reduced |
| One River Asset Management, LLC | 4,295 | $366.1K | 0.29% | +4,295 | New |
| CNB Bank | 4,299 | $367.1K | 0.22% | +1,068+33.1% | Added |
| Quantamental Technologies LLC | 4,318 | $368.8K | 0.15% | −9,670−69.1% | Reduced |
| Samalin Investment Counsel, LLC | 4,335 | $370.2K | 0.20% | +4,335 | New |
| AustralianSuper Pty Ltd | 4,351 | $371.6K | 0.00% | +4,351 | New |
| Everhart Financial Group, Inc. | 4,353 | $371.7K | 0.16% | −460−9.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,365 | $372.8K | 0.19% | +87+2.0% | Added |
| Waddell & Associates, LLC | 4,372 | $373.4K | 0.05% | +55+1.3% | Added |
| RSM US Wealth Management LLC | 4,390 | $374.9K | 0.01% | +38+0.9% | Added |
| Headlands Technologies LLC | 4,390 | $374.9K | 0.12% | +4,390 | New |
| Wagner Wealth Management, LLC | 4,400 | $375.8K | 0.14% | +96+2.2% | Added |
| Alpha Family Trust | 4,405 | $376.2K | 0.26% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4,420 | $377.5K | 0.25% | +4,220+2,110.0% | Added |
| Ronald Blue Trust, Inc. | 4,309 | $379.0K | 0.01% | −5,588−56.5% | Reduced |
| Alpha Cubed Investments, LLC | 4,449 | $380.0K | 0.03% | −671−13.1% | Reduced |
| Baron Wealth Management LLC | 4,460 | $380.9K | 0.24% | +20.0% | Added |
| Zions Bancorporation, N.A. | 4,490 | $383.4K | 0.03% | −26−0.6% | Reduced |
| Jump Financial, LLC | 4,491 | $383.5K | 0.01% | +4,491 | New |
| SlateStone Wealth, LLC | 4,562 | $390.0K | 0.07% | +455+11.1% | Added |
| Aj Wealth Strategies, LLC | 4,581 | $391.2K | 0.02% | +172+3.9% | Added |